TSLA
Tesla
-- 431.660 RGTI
Rigetti Computing
-- 17.0800 NVDA
NVIDIA
-- 137.010 PLTR
Palantir
-- 79.080 LAES
SEALSQ Corp
-- 9.080 
I bought TLT today.
A friend previously left a message asking me if I sold TLT at 83. Yes, I did buy at 84 and sold at 83 at that time. Currently bought back at 87.
Let's give an example, at the beginning of the year. $Tesla (TSLA.US)$ When it dropped to 100, how many people dared to buy? For example, if someone bought Tesla at the bottom of 150 at the end of last year, only to realize it was caught halfway down, how many can withstand it falling to 100? Setting stop-loss and cutting losses is not a big issue, and it's very reasonable not to buy at 102 during the dip. We are not fortune-tellers who can predict from the stars.![]()
However, after hitting the bottom and bouncing back, breaking through 125, the signal of trend reversal is very clear. Is it time to buy back in now?
Currently, I am bullish on TLT for several reasons:
1. The government debt issuance has slowed down, especially with fewer long-term bonds issued.
2. The economy has weakened. Unemployment rates have risen, and the number of new jobs added has significantly decreased.
3. The US dollar has dropped below a key level (105-106), entering a downtrend.
4. TLT has broken through a key level, crossed above the 5-day, 10-day, and 20-day moving averages. Today it pulled back, suitable for buying on dips. Actually, it broke through last Thursday, but I waited for the nonfarm payroll report.
5. Although a weak US dollar and lower interest rates are bullish for the stock market, currently, the high valuations of major technology companies are a concern. Bad economic news will eventually reflect in a decrease in EPS, making the stock market rise unsustainable. Additionally, I am waiting for a breakthrough above the previous high, just 1% away. If the breakout fails, it is highly likely to drop to 4000 points, or even 3800-3900. The next few days are crucial. $SPDR S&P 500 ETF (SPY.US)$ 6. Currently, the US stock market is at a very critical juncture, like the final minute of a game with the scores tied. If one side scores at this moment, victory is almost guaranteed. So instead of betting on a side, it's better to wait a minute and know the result.
7. Currently, I am bullish on TLT for several reasons:
I currently hold a large amount of stocks, but not technology stocks. I reduced my position today. $Microsoft (MSFT.US)$ , Technology stocks are basically cleared out. Currently holding:
Positions are all around 5%.
Still holding onto previously trapped aviation stocks, have not sold, just replaced the same amount with better fundamental stocks. $American Airlines (AAL.US)$ half, today added a bit to the position, totaling around 5%. $Delta Air Lines (DAL.US)$ and $Alaska Air (ALK.US)$ That's it, I still have cash on hand, continue to observe.
I currently hold a large amount of stocks, but not technology stocks. I reduced my position today.
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Ringo想买包 : I buy it every day
Ringo想买包 : But is Dafinong trustworthy? I don't think the employment data is convincing enough
高贵的阿德莱德 OP Ringo想买包 : The majority of farmers have moisture, but generally a higher level of moisture (one person who works part-time for two jobs counts as two jobs). It won't work if Big Fei Nong![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
If you refer to the 2006 to 2008 market conditions, the stock market usually sings and rises for a long time before it plummets, making people think a bull market has arrived![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Tesla 1st : Thanks for sharing
差多少 : What are the short-term goals for TLT?
70195760 差多少 : No need to set targets, just wait for the Fed rate meeting